*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
3477 Corporate Pkwy Suite 100
Center Valley, Pennsylvania 18034
KB's team have saved our business untold dollars by providing much needed advice, as well as helping us make fundamental changes to navigate a very complicated and ever changing tax environment. I recommend them to every business owner I know on a regular basis. Businesses need more than just accounting, they need ADVISEMENT. I wish I found them sooner.
Working with Jayvee Romulo at KB Tax Devisers has been an absolute pleasure! He's not only incredibly skilled and detail-oriented, but also consistently organized, helpful, patient, and professional. What truly sets him apart is his friendly personality and great sense of humor?he brings such positive energy to every task, making even the most complex work feel smooth and enjoyable. I'm genuinely grateful for the opportunity to collaborate with him. Highly recommended. Thanks Jayvee!
We have been working with KB Tax Deviser CPA's for our business and tax planning needs, and we are extremely satisfied with their services. In particular, I would like to recognize Jayvee Romulo, who handles our company payroll. Jayvee is highly professional, detail-oriented, and always goes above and beyond to ensure everything is processed accurately and on time. His prompt responses and thorough knowledge have made the payroll process smooth and worry-free for us. I truly appreciate his dedication and ex
Great service from KB Tax Deviser CPAs. Extremely happy about their service, they are very accurate, honest, always on time, happy with all the staff members, especially with Mr. Jayvee Romulo. All the Best.
Been working with them about 15 years. Always professional and completely up to date on all aspects for the most efficient Financials especially for your business.
Such a huge difference from having just a run of the mill CPA. I learn something new every time we meet with Taruna!
A Huge Thank you to Jayvee, Jigna and Minal at KB Tax Devisers for helping us to obtain our SBA loan that had been stuck with the SBA for almost 18 months due to COVID. We had initially applied for the SBA loan and followed all the required steps but it seems that something was not up to par with the SBA as the application kept on getting rejected. After 2 rejections, we came upon KB Tax Devisers. Initially we meet with Minal who strongly encouraged us to appeal the initial rejections and reapply again for
In comparison to other business advisory firms I have worked with, the quality and detail of service that KB Tax Devisers CPAs provides is unmatched. As an owner of a marketing agency, I wanted a firm that understands my core business, and I believe that I have found that in KB Tax Devisers CPAS. They offer ethical and knowledgeable advice to ensure money is invested back into my company?s growth, while offering forward-thinking tax strategies that looks out for the best interest of our company employees. F
Minal and her team at KB Tax Deviser CPAs are top-notch in every sense of the word! They have been a fantastic advisory business partner and have helped our business in many ways. I highly recommend Minal and her team at KB Tax Devisers for designing customized inventive tax strategies to help your business. They demonstrated great professionalism and communication throughout the entire process. They are extremely knowledgeable in tax law and identified tax benefits and solutions that we were not even a
I'm going to be honest I was a bit apprehensive when I first met with the KB team. After a negative experience with my previous CPA, I had reservations about engaging another CPA firm and what the actual value would be to me and my company. What I found was a smart, direct, forward-thinking team of experts that guided me through some very complicated tax strategies with ease. I learned that I didn't have to be a tax expert and I could focus my time and energy on my business and leave the tax strategy to th
I've known this team for a few years now. They are upfront about their fees, and worth every penny. I'm not just saying this because within this week (even in my delay getting them paperwork), they were able to process one of three of my EIDL loans successfully and it was a very complicated one. I've been overwhelmed with the amount of work I have had to do recently, but this team is highly organized and punctual. What I appreciated most is that they have an very easy to understand system for collecting inf
Exceptional experience! I know what I know, and that's not tax! Thankfully Minal and her team were there to walk me through every step of the way. Emi was the brightest introduction and set me up for success from the very beginning and made me feel like my business was an important as a huge client.
I was very impressed by KB Tax Devisers CPA after my first consultation. Minal is straightforward and extremely knowledgable! Everyone's situation is different so she definitely knows how to ask the right questions. I look forward to working with this firm for my business needs!
We hired KB Tax Devisers to help us resubmit our rejected SBA disaster loan applications for our businesses. They have continued to surpass my expectations in regards to prompt filing and knowledge of the system. My large firm CPA out of California was unsuccessful but the ladies Taruna and Jigna worked on our files and got us approved. I will definitely recommend this firm for any accounting needs.
Minal and team at KB Tax Deviser made a very good first impression from the time I contacted them seeking advice on whether or not we qualify for the govt announced loans. Time was running out with only two days left. All the banks have already closed accepting applications. Considering this situation and the paper work required and the accounting intricacies involved pursuing this was a daunting task. However Minal and team not only raised to the occasion but guided us in every way with minimum effort at
Thank you to Jayvee and Jigna at KB Tax Devisers for helping me to obtain my SBA loan modification when it had already been declined by the SBA administration. I had followed all the required steps myself to obtain a loan increase on my SBA, I am a very detailed person so I felt I had performed all the right steps. When I consulted with my team at KB Tax Devisers and based on their review of my financials, they were positive that something was not addressed properly by me. They encouraged me to reopen the
KB Tax Advisers and team are unique! Minal and Taruna are very professional, prompt to answer and clarify any questions I had. They are knowledgeable in tax law, they seek and explore tax benefits and solutions for your business which I was not even aware of. They were also instrumental in helping me understand and receive loan benefits during this COVID time. In my Interactions with them I felt my questions were answered clearly and timely. I am now their client for my tax preparations and business advice!
I am extremely satisfied with the way the staff at KB Tax Devisers helped me. They demonstrated great professionalism and communicating with all of my questions and inquires. I have to commend all of them. I would definitely use their help and other services that I may need and let my friends and family know and pass the message along. Thank you once again. Rishi
I came to know Minal & Taruna from their knowledgeable webinars and Facebook during covid-19 times. They helped me get the EIDL loan for all of my companies for a very minimal fee, they kept me in the loop during whole progress. I was amazed by their quick responses, friendliness and professionalism of the letters & calculations they?ve had to send to SBA that SBA couldn?t refuse the request Of the loan and got them approved right away! I greatly appreciate the help from them while in tough times.
I've had the pleasure of working with the team here at KB for some time and truly appreciate their constant professionalism, proactive problem solving, and consistent effort in doing all they can to help make my business successful. By helping with my accounting, payroll, taxes and general bookkeeping, let alone all the help they've provided with COVID related PPP/EIDL loans, I can't say enough about their services.
For the first time ever I've found the most competent CPA to work with. They have saved me thousands on my payroll taxes, business taxes, and personal taxes! Plus, they use the most up-to-date technology to keep your informed. I highly recommend you check this firm out. You won't be disappointed!
Real professionals. My business was going through hard times, and I already thought that I can fail. But when I met Minal - everything changed. I found a really competent accountant who did not spared the time and energy to help me in the most efficient way. As a result, my business went up, and I am very happy that I found her. Thank you!
Excellent Work By Jayvee Romulo Senior Accountant AND Jigna Patel CPA at KB Tax Deviser CPAs. Thank you for your professional approach and thorough work for completing successfully my company's SBA EIDL application. Well Done BOTH OF YOU.
Highly recommend this firm. Jayvee was very helpful in answering any questions I had, preparing documents, and was always prompt with his communication. They are professional and know what they're doing, look no further for your business needs.
I had five properties that was declined from EDIL loan approval. Minal and her team made the process so easy and got me approved. We will be talking more about tax savings soon.
Taruna and Minal are awesome. very thorough and helpful, kept me informed every step of the way during EIDL loan process.
Minal explains things so well! Taxes make me nervous. Minal and her team are great at making sure I'm doing all of the right things to save my hard-earned money.
Taruna and Minal did a great job getting me a EDIL loan I loose hope on it they help me get approval keep up the good work.
Minal is always available to answer a question and always puts the needs of our business first. They?re a one stop shop for all your personal and business needs. I highly recommend KB TAX DEVISERS!
Great company to deal with, got my PPP loan money quick and fast. Would highly recommend them!
Very professional service & they helpEd me through my SBA loan process? thank you Jayvee Romulo and team..????
Great Service and very Professional! They were easy to work with and got the job done like they promise.
Really great team, they deliver on their promises. I highly recommend consulting with them.
Excellent service!! Very professional and knowledgeable A+++++ exceeded my expectations, Thank you
A knowledgeable and experienced firm, help you in resolve complex matters, have a great positive energy.
Great services and worked very hard and well for us!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.